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Licensed Relationship Banker
2 months ago
We are a dynamic and growing organization that offers a unique opportunity for a Sales-Focused Licensed Relationship Banker to join our team. As a trusted expert in the banking industry, you will have the chance to build strong relationships with customers, collaborate with business partners, and provide comprehensive financial guidance and solutions.
Key Responsibilities- Collaborate with business partners to build knowledge of other areas of expertise and provide exceptional customer service.
- Work with personal and commercial customers to build strong relationships and identify opportunities for wealth management services, investment strategies, and financial planning.
- Develop and maintain strong partnerships with other lines of business within the bank to deepen and strengthen customer relationships.
- Provide teller line assistance, including having a cash drawer and assisting customers when needed.
- Assist in the overall smooth and efficient operations of the branch, including satisfactory audit scores.
- Uphold all bank policies, operational procedures, and banking regulations.
- Previous experience as a Relationship Banker is strongly preferred.
- Proven sales and demonstrated leadership experience is a plus.
- Licenses: New York State Life, Accident and Health. Preferred: FINRA Series 6, 63.
- Proven internal and external sales experience with the ability to naturally match appropriate products and services to new and existing clients and consistently deliver excellent customer service.
- Good judgement and decision-making skills.
- Eager to strengthen and build new relationships in the community.
- Consistently seeks opportunities to enhance the customer experience.
- Notary of Public or the ability to attain within 180 days.
- NMLS or ability to attain within 30 days.
- An inclusive and collaborative environment where good listeners with high standards thrive.
- A growing organization where people are engaged and empowered to solve problems and make decisions.
- Frequent, timely coaching sessions to enable professional growth.
- The ability to leverage your strengths and passions while making a lasting impact on the community.
- Competitive compensation and benefits.
- Paid volunteer time to contribute to the betterment of the communities we serve.
